Graduate Trainee (Apprentice), CRM Business Analyst

Posted 3 Days Ago
Mumbai, Maharashtra, IND
In-Office
Entry level
Software • Financial Services
The Role
12-month apprenticeship supporting Sales Operations: project coordination, reporting and dashboards, stakeholder communications, process documentation, vendor coordination, CRM and data tasks, and AI/productivity automation initiatives. Works cross-functionally to deliver operational improvements and support sales transformation.
Summary Generated by Built In
Reporting To:Senior Manager, Sales Operations

Shift:EMEA (1:30 pm - 10:30 pm IST) (India)About Russell Investments, Mumbai: 

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $962 billion in assets under advisement (as of December 31, 2025) and $376.9 billion in assets under management (as of December 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.

Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.

For more information, please visit https://www.russellinvestments.com.


Job Description:

Apprenticeship is a 12-month program that will provide a comprehensive learning experience, blending theoretical knowledge with on-the-job training. Over the 12-month period, apprentices at Russell Investments will gain valuable exposure to industry while developing essential soft skills and acclimating to a professional corporate environment.

Eligibility

  • Should not be self-employed

  • Should not be enrolled under other government-funded programs

  • Should not be practicing professionally at the time of application

  • Should not be registered on EPF/ ESIC Portal

  • Should not have completed their education from a foreign university

Apprentices who enroll should have their Aadhaar seeded with their personal mobile number and personal email address. This is a mandate.

Position Summary

The Sales Operations Apprentice will support the Sales Operations team in executing strategic initiatives, operational projects, reporting activities, stakeholder communications, and process improvement efforts. This role provides hands-on exposure to sales operations, project management, CRM processes, data management, and business transformation initiatives.

The apprentice will work closely with cross-functional teams across Sales, Marketing, Data Governance, Technology, and Client Service to support the successful delivery of key business priorities.

Key Responsibilities

  • Support project planning, coordination, and execution activities.

  • Track project milestones, risks, dependencies, and action items.

  • Prepare PowerPoint presentations and executive-ready communications.

  • Coordinate stakeholder meetings and document decisions and next steps.

  • Assist with process documentation and standard operating procedures.

  • Support reporting and dashboard preparation.

  • Monitor operational processes and identify improvement opportunities.

  • Assist with vendor coordination and file management activities.

  • Support AI-related productivity initiatives and process automation projects.

  • Maintain project documentation and status reporting.

Qualifications

  • Recent graduate or currently pursuing a degree in Business, Finance, Economics, Information Systems, Technology, or a related field.

  • Strong verbal and written communication skills.

  • Advanced Microsoft PowerPoint, Excel, and Word skills.

  • Strong organizational and project coordination abilities.

  • Analytical mindset with strong attention to detail.

  • Ability to manage multiple priorities and deadlines.

  • Interest in business operations, project management, and process improvement.

Preferred Skills

  • Exposure to project management methodologies.

  • Experience with Power BI or reporting tools.

  • Familiarity with AI productivity tools.

  • Knowledge of CRM systems is beneficial.

Skills Required

  • Should not be self-employed
  • Should not be enrolled under other government-funded programs
  • Should not be practicing professionally at the time of application
  • Should not be registered on EPF/ ESIC Portal
  • Should not have completed their education from a foreign university
  • Aadhaar seeded with personal mobile number and personal email address
  • Recent graduate or currently pursuing a degree in Business, Finance, Economics, Information Systems, Technology, or related field
  • Strong verbal and written communication skills
  • Advanced Microsoft PowerPoint, Excel, and Word skills
  • Strong organizational and project coordination abilities
  • Analytical mindset with strong attention to detail
  • Ability to manage multiple priorities and deadlines
  • Interest in business operations, project management, and process improvement
  • Exposure to project management methodologies
  • Experience with Power BI or reporting tools
  • Familiarity with AI productivity tools
  • Knowledge of CRM systems

Russell Investments Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Russell Investments and has not been reviewed or approved by Russell Investments.

  • Leave & Time Off Breadth Time off starts at 20 days of vacation in year one (rising to 25 after four years) plus 10 paid holidays and nine sick days, which provides substantial leave coverage. Backup childcare and other leave supports add practical flexibility for life events.
  • Retirement Support A 401(k) company match up to 5% of eligible base salary, alongside access to select Russell Investments funds, offers a meaningful foundation for long‑term savings. This structure provides clear, predictable retirement support.
  • Wellbeing & Lifestyle Benefits Comprehensive medical coverage, employer HSA contributions, a Lifestyle Spending Account, and Modern Health access (10 counseling and 10 coaching sessions per year) strengthen overall wellbeing. These elements enhance total‑compensation value beyond base pay.

Russell Investments Insights

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The Company
HQ: Seattle, WA
1,951 Employees

What We Do

Russell Investments is a leading outsourced CIO (OCIO) partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 87-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is the world’s sixth-largest investment adviser, with $1 trillion in assets under advisement (as of June 30, 2022) and $288.3 billion in assets under management (as of March 31, 2023) for clients in 32 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 19 cities around the world, including London, New York, Toronto, Sydney, Tokyo, and Shanghai.

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